发明名称 METHOD AND SYSTEM FOR COMPARISON AND EVALUATION OF INVESTMENT PORTFOLIOS
摘要 A method and system performs an analysis to compare and evaluate the performance of an investment portfolio The method and system includes processes performed on the financial data for each stock in the investment portfolio followed by a fundamental financial analysis. The fundamental financial analysis includes a negative base number inclusion process relating to stocks in the investment portfolio and uses financial data for the stocks that is selected from comparable time periods for each of the stocks, thereby generating a more accurate evaluation of the investment portfolio.
申请公布号 US2007288339(A1) 申请公布日期 2007.12.13
申请号 US20070690542 申请日期 2007.03.23
申请人 BUYSIDE RESEARCH LLC 发明人 SQUYRES JAMES G.
分类号 G06Q40/00 主分类号 G06Q40/00
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